"The notion of being willing to pause, reassess basic assumptions, reassess the analysis and then make those decisions, seems to me, given the importance of these decisions, which I've said are probably among the most important he will make in his entire presidency, seems entirely appropriate,".

VOA: standard.2009.10.06

From then on,if you accept the analysis and the assumptions or the estimates that underlie it, then we pretty much know how to construct portfolios.

如果你们理解了整个分析过程,假设前提以及各项资产的有关估算,就能知道该怎样建立一个投资组合

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